Centerpoint Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29K | Hold |
435
| – | – | 0.01% | 192 |
|
2025
Q1 | $28K | Hold |
435
| – | – | 0.01% | 198 |
|
2024
Q4 | $30K | Hold |
435
| – | – | 0.01% | 212 |
|
2024
Q3 | $39K | Hold |
435
| – | – | 0.01% | 192 |
|
2024
Q2 | $36K | Hold |
435
| – | – | 0.01% | 207 |
|
2024
Q1 | $39K | Hold |
435
| – | – | 0.01% | 186 |
|
2023
Q4 | $36K | Hold |
435
| – | – | 0.01% | 175 |
|
2023
Q3 | $29K | Hold |
435
| – | – | 0.01% | 187 |
|
2023
Q2 | $32K | Hold |
435
| – | – | 0.01% | 196 |
|
2023
Q1 | $30K | Hold |
435
| – | – | 0.01% | 207 |
|
2022
Q4 | $25K | Hold |
435
| – | – | 0.01% | 187 |
|
2022
Q3 | $21K | Hold |
435
| – | – | 0.01% | 179 |
|
2022
Q2 | $24K | Hold |
435
| – | – | 0.01% | 181 |
|
2022
Q1 | $28K | Buy |
+435
| New | +$28K | 0.01% | 174 |
|
2020
Q1 | – | Sell |
-51
| Closed | -$2K | – | 242 |
|
2019
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 246 |
|
2019
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 236 |
|
2019
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 231 |
|
2019
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 207 |
|
2018
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 211 |
|
2018
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 195 |
|
2018
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 234 |
|